Planning matters

Is the Stock Market a Popularity Contest or a Scale?

If one of your New Year resolutions is to beef up your knowledge around the stock market, today’s blog post is for you! We take a look at the United States financial market and whether a popularity contest or scale is a better description.  The father of value investing Benjamin Graham explained, in somewhat dated…

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5 Ways Your Retirement is About to Become More SECURE

As 2019 drew to a close, a bill was passed and signed into law that included some big changes for retirement savers. Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement), it includes 29 provisions to increase access to tax-advantaged accounts and help prevent older Americans from outliving their assets. With any…

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Spending Awareness

As we’ve spoken about previously in What’s the Magic Number?, in many ways your spending is key to meeting financial goals or even being able to retire. Does that mean everyone needs a strict budget? Not necessarily. However, I would argue that everyone needs spending awareness. Before my husband and I purchased a house, I…

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A New Year. A New Decade. A New Building.

Johnson Bixby is on the move. It’s official! I’m proud—yet humbled—to share in mid-January 2020, the Johnson Bixby and Integrated Tax Services teams will move to a new six-story building in downtown Vancouver, located at 275 West Third Street. Thank you! Our growth is because of you – our devoted clients. Your partnership and support…

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Steps to Take Now to Get Ready for Tax Season

Yes, we’re in the midst of the holiday season but it’s a great time to get organized for tax season. We have a few steps to take to help make your tax filing experience a smooth one in 2020. Are your records in order? It’s a good time to start gathering your tax documents. Review…

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